Meta Is Building Its Own AI Hardware Stack Meta just made another big move in the global AI infrastructure race. The company unveiled four new processors as part of its Meta Training and Inference Accelerator (MTIA) chip family, signaling that

Meta’s Latest AI Bet Isn’t for People — It’s for Agents Meta’s newest reported acquisition is not another chatbot startup or model lab. It’s a social network where AI agents post, comment, and interact with one another. According to reports,

Nvidia Pulls Back From China Nvidia has reportedly halted production of its H200 AI chips destined for China, signaling the growing impact of geopolitical and regulatory pressure on the global semiconductor supply chain. According to reports, the company has asked

A Sharp Reversal After tumbling 38% from its November high to late-February lows, Palantir Technologies has staged a notable comeback. The stock has climbed in recent sessions as investors reassess the company’s exposure to defense and government contracts amid escalating

The AI Capital Arms Race Just Escalated OpenAI has clinched an $840 billion valuation after closing a staggering $110 billion funding round, underscoring that the AI investment cycle is far from cooling off. The round ranks among the largest private

Strong Quarter. Softer Reaction. Nvidia delivered another eye-catching quarter — but the stock still fell. Shares dropped as much as 5.6%, marking the biggest intraday decline in three months, after investors reacted coolly to the company’s forward guidance. On paper,

A New Ground Rule for the AI Boom The AI build-out just got a new requirement: bring your own power. During the State of the Union address, the administration unveiled a “ratepayer protection pledge” that will require companies building large

AI’s Hidden Constraint: Power Alphabet’s Google is doubling down on securing energy for its rapidly expanding data center footprint. The company signed separate agreements with AES Corp and Xcel Energy, locking in long-term power supply as AI-driven demand continues to

The AI Infrastructure Race Just Got Bigger Meta and AMD have entered into a multiyear agreement that underscores just how massive the AI infrastructure build-out has become. Under the deal, Meta will purchase up to 6 gigawatts’ worth of AI

OpenAI Moves Deeper Into the Enterprise OpenAI is doubling down on enterprise adoption. The company announced multiyear partnerships with consulting heavyweights Accenture, Boston Consulting Group (BCG), Capgemini, and McKinsey & Co. — forming what it calls “Frontier Alliances.” The goal